+226.4%
EWY vs APO
+54.4%
+172.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +6.7% | -1.0% | +7.7% | +6.9% |
| 30D | +17.0% | -0.4% | +17.3% | +16.8% |
| 3M | +3.7% | -0.9% | +4.5% | +3.6% |
| 6M | +42.5% | +22.1% | +20.3% | +35.5% |
| YTD | +96.2% | -8.4% | +104.6% | +98.8% |
| 1Y | +160.4% | -0.9% | +161.3% | +157.7% |
| All | +226.4% | +54.4% | +172.0% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling